Most people would agree, any investment proposition must involve some consideration of risk and return. A good investment idea is one that sees an attractive return profile without commensurate downside risks.
In my experience, most equity investors tend to start with the return side of the investment equation because there is a natural bias towards looking for the upside. However, it is also possible to start...
The US dollar is close to peaking and the risks now seem to be on the downside.
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